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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,125 | $110,410-87.2% | $102,437-86.2% | $145,897-90.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.63% | 24.85%-9.2pp | 24.95%-9.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,405 | $4,217-66.7% | $3,871-63.7% | $4,663-69.9% |
| Participant deferral / active EE | $2,318 | $5,622-58.8% | $5,060-54.2% | $6,689-65.3% |
| Admin fee / account holder | $53 | $9,745-99.5% | $8,388-99.4% | $13,390-99.6% |